R&D Tax Manager at Baker Tilly, specializing in tax credits consulting and supporting middle market clients. Leading strategic R&D initiatives within a growing Federal Credits & Incentives practice.
Responsibilities
Manage research and development (R&D) tax credit and deduction studies including client interviews, reviewing client data, developing client and industry specific tools and templates and preparing technical reports
Research and draft technical memoranda related to R&D matters
Provide audit defense assistance for clients being audited by the IRS or state taxing authorities
Develop an understanding of the client’s business and become a functional expert in the area
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Requirements
Bachelor’s degree in Accounting, Finance, Economics, Engineering, Computer Science or other related field required; Masters or advanced degree preferred
CPA, JD or EA required
Five (5) + year(s) of R&D work experience
2+ year(s) of supervisory experience, mentoring and counseling associates desired
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Benefits
Professional development opportunities
Flexible working arrangements
Support for growth and development of team members
Tax Analyst at Charger Logistics responsible for managing tax compliance and developing tax strategies. Collaborate with accounting and auditors while ensuring legal compliance with Mexican tax regulations.
Private Client Tax Advisory Senior Manager at AAB delivering strategic tax advisory services across private clients. Leading projects, managing relationships, and providing technical expertise in various areas of tax.
Senior Manager in Private Client Advisory leading client projects at AAB, a professional services firm supporting individuals and businesses across the UK, Ireland, and the USA.
Private Client Tax Advisory Senior Manager overseeing and leading client projects within a professional services firm. Focusing on tax advisory services for private clients with a collaborative team approach.
Private Client Tax Compliance Manager at AAB, a leading professional services firm. Managing client portfolios and ensuring compliance with tax regulations.
Manage client portfolios ensuring tax compliance at a leading professional services firm in the UK. Collaborate with teams and mentor junior staff while identifying business opportunities.
Indirect Tax Assistant Manager at KPMG in London. Responsible for providing advisory services on Indirect Tax issues and managing client relationships.
Tax Analyst ensuring compliance with tax obligations for Vantive's legal entities. Supporting corporate tax requirements and audit processes within a global organization.
Partner role at Aprio empowering professionals in Tax to grow and lead client engagements. Responsible for client leadership, business development, and talent mentoring in a collaborative environment.
Tax Compliance Professional driving global tax compliance strategies for Schneider Electric. Collaborating with departments and tax authorities to optimize operations and ensure legal compliance.